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Smallwood Wealth Investment Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Smallwood Wealth Investment Management, LLC
报告期 2026-03-31 · CIK 0001921304
持仓数
527
前50大市值合计
$167.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 25
增持 48
减持 60
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
ITOT
ISHARES TR
-$2.6M
342,517
-1%
增持
VDE
VANGUARD WORLD FD
+$1.1M
22,817
+0%
减持
AAPL
APPLE INC
-$955.1K
45,946
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
PULS
PGIM ETF TR
+$871.1K
111,122
+19%
减持
—
EXXON MOBIL CORP
+$609.3K
12,498
-0%
减持
MSFT
MICROSOFT CORP
-$604.6K
4,949
-2%
减持
AMJB
JPMORGAN CHASE FINL CO LLC
+$422.9K
91,902
-0%
增持
VTI
VANGUARD INDEX FDS
-$402.5K
30,202
+0%
减持
FRDM
EA SERIES TRUST
+$351.0K
115,760
-1%
减持
GUNR
FLEXSHARES TR
+$345.4K
51,424
-5%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$293.8K
3,363
-11%
减持
VOE
VANGUARD INDEX FDS
+$278.9K
44,441
-0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$222.1K
34,093
-1%
减持
PGNY
PROGYNY INC
-$207.6K
23,277
-1%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$199.1K
89,163
+8%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$159.7K
115,583
-0%
减持
LQD
ISHARES TR
-$146.7K
3,156
-29%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$144.1K
42,166
+8%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$136.3K
2,071
-16%
减持
IEFA
ISHARES TR
-$135.2K
477
-76%
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$128.8K
15,794
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$126.7K
39,170
+11%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$125.0K
2,739
增持
ORCL
ORACLE CORP
-$124.4K
2,612
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$116.3K
129,995
+5%
减持
DIS
DISNEY WALT CO
-$112.7K
5,334
-3%
减持
AXP
AMERICAN EXPRESS CO
-$102.7K
535
-25%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$95.8K
2,000
增持
NJR
NEW JERSEY RES CORP
+$94.4K
10,632
+0%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$92.7K
4,946
-2%
减持
GOOGL
ALPHABET INC
-$87.8K
746
-23%
增持
AMZN
AMAZON COM INC
-$86.1K
4,074
+1%
增持
DWM
WISDOMTREE TR
+$80.7K
57,609
+0%
减持
PM
PHILIP MORRIS INTL INC
+$78.3K
15,904
-0%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$75.6K
689
增持
AVGO
BROADCOM INC
-$69.2K
1,941
+0%
减持
RWR
SPDR SERIES TRUST
-$67.2K
17,053
-6%
增持
MU
MICRON TECHNOLOGY INC
+$65.2K
426
+54%
增持
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
+$64.1K
4,599
+749%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$60.3K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$58.0K
2,583
+131%
减持
IEMG
ISHARES INC
-$55.8K
195
-81%
增持
IVV
ISHARES TR
+$53.7K
184
+90%
增持
META
META PLATFORMS INC
-$50.9K
654
+2%
减持
CMCSA
COMCAST CORP NEW
-$50.9K
6,915
-17%
增持
BX
BLACKSTONE INC
-$50.3K
1,302
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$48.7K
363
+3%
建仓
CLOI
VANECK ETF TRUST
+$46.1K
875
增持
JPM
JPMORGAN CHASE & CO
-$46.0K
2,043
+2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$44.6K
4,009
+0%
增持
VOO
VANGUARD INDEX FDS
-$38.5K
1,667
+1%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$38.2K
550
+100%
减持
V
VISA INC
-$36.8K
616
-3%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$36.1K
1,002
-23%
减持
SCHF
SCHWAB STRATEGIC TR
+$35.3K
55,078
-0%
减持
WFC
WELLS FARGO & CO
-$34.7K
1,453
-10%
减持
MUB
ISHARES TR
-$29.9K
17,800
-1%
减持
BA
BOEING CO
-$29.7K
1,341
-2%
减持
CRM
SALESFORCE INC
-$28.2K
329
-3%
增持
IJH
ISHARES TR
+$27.3K
1,137
+52%
增持
C
CITIGROUP INC
+$26.6K
596
+70%
建仓
VTEB
VANGUARD MUN BD FDS
+$25.9K
519
减持
ADBE
ADOBE INC
-$23.9K
142
-15%
建仓
COWZ
PACER FDS TR
+$23.8K
380
清仓
BDX
BECTON DICKINSON & CO
-$23.3K
0
-100%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$20.5K
164,809
+1%
减持
HON
HONEYWELL INTL INC
-$20.4K
4
-96%
减持
BIV
VANGUARD BD INDEX FDS
-$19.9K
4,112
-5%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$19.1K
362
减持
TSLA
TESLA INC
-$19.1K
239
-0%
增持
ABBV
ABBVIE INC
-$18.4K
2,502
+2%
减持
CL
COLGATE PALMOLIVE CO
-$17.8K
3,081
-13%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$17.1K
7,746
-5%
建仓
IJR
ISHARES TR
+$15.3K
123
增持
KKR
KKR & CO INC
-$15.1K
434
+0%
减持
LOW
LOWES COS INC
-$14.8K
560
-8%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$14.6K
824
建仓
—
ASTRAZENECA PLC
+$14.0K
71
建仓
ALAB
ASTERA LABS INC
+$13.7K
125
增持
PSX
PHILLIPS 66
+$13.3K
246
+1%
清仓
—
ASTRAZENECA PLC
-$13.1K
0
-100%
建仓
LAC
LITHIUM AMERS CORP NEW
+$12.3K
3,110
建仓
VSNT
VERSANT MEDIA GROUP INC
+$12.1K
328
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$11.6K
227
建仓
FESM
FIDELITY COVINGTON TRUST
+$11.4K
299
建仓
HYMB
SPDR SERIES TRUST
+$11.2K
451
清仓
XDIAX
NUVEEN DOW 30 DYNMC OVERWRT
-$10.6K
0
-100%
减持
SLB
SLB LIMITED
+$10.3K
990
-6%
增持
SOFI
SOFI TECHNOLOGIES INC
-$9.2K
904
+0%
建仓
EFV
ISHARES TR
+$9.1K
122
清仓
BCBP
BCB BANCORP INC
-$9.0K
0
-100%
建仓
EFG
ISHARES TR
+$8.8K
79
减持
NFLX
NETFLIX INC.
+$8.6K
7,510
-1%
增持
EEM
ISHARES TR
+$7.8K
938
+13%
减持
F
FORD MTR CO
-$7.2K
2,539
-9%
建仓
SNDK
SANDISK CORP
+$7.0K
11
减持
INTC
INTEL CORP
+$6.8K
952
-0%
增持
PFF
ISHARES TR
+$6.5K
280
+338%
建仓
IXUS
ISHARES TR
+$6.3K
73
减持
TRV
TRAVELERS COMPANIES INC
-$6.2K
499
-5%
减持
SCHD
SCHWAB STRATEGIC TR
+$6.0K
2,032
-1%
减持
XHR
XENIA HOTELS & RESORTS INC
-$5.8K
1,095
-30%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$5.6K
2,006
-16%
减持
PG
PROCTER & GAMBLE CO
-$5.5K
8,441
-1%
清仓
EFOR
ASGN INC
-$5.2K
0
-100%
减持
KHC
KRAFT HEINZ CO
-$3.9K
73
-68%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$3.7K
205
+2%
减持
CSCO
CISCO SYS INC
-$3.7K
1,999
-3%
增持
QQQ
INVESCO QQQ TR
-$3.5K
160
+3%
增持
PPG
PPG INDS INC
+$2.7K
534
+1%
增持
ET
ENERGY TRANSFER L P
+$2.6K
853
+1%
增持
MLPX
GLOBAL X FDS
+$2.5K
180
+1%
增持
NOW
SERVICENOW INC
-$2.2K
360
+38%
减持
PEG
PUBLIC SVC ENTERPRISE GROUP
-$2.1K
5,456
-1%
清仓
CAPL
CROSSAMERICA PARTNERS LP
-$2.1K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$1.9K
10
-75%
减持
OKLO
OKLO INC
-$1.7K
1
-96%
清仓
KVUE
KENVUE INC
-$1.7K
0
-100%
增持
OTTR
OTTER TAIL CORP
+$1.5K
197
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.4K
22,498
+1%
减持
—
SPOTIFY TECHNOLOGY S A
-$1.1K
5
-17%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$974
8,301
+2%
增持
BITO
PROSHARES TR
+$948
103
+10200%
减持
VTRS
VIATRIS INC
-$918
297
-25%
减持
KD
KYNDRYL HLDGS INC
-$842
33
-31%
减持
AGG
ISHARES TR
-$733
1,038
-0%
清仓
TGNA
TEGNA INC
-$562
0
-100%
建仓
IAG
IAMGOLD CORP
+$545
29
增持
HPI
HANCOCK JOHN PFD INCOME FD
-$435
2,076
+2%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$407
2
建仓
AIPO
TIDAL TRUST II
+$374
15
增持
PHK
PIMCO HIGH INCOME FD
-$374
2,844
+2%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$294
16
+60%
减持
EMB
ISHARES TR
-$293
84
-1%
增持
RCS
PIMCO STRATEGIC INCOME FD
-$255
2,324
+2%
减持
VXF
VANGUARD INDEX FDS
-$242
10
-9%
减持
CGW
INVESCO EXCH TRADED FD TR II
+$235
400
-0%
减持
OPEN
OPENDOOR TECHNOLOGIES INC
-$203
50
-33%
清仓
CBXJ
CALAMOS ETF TR
-$158
0
-100%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$132
0
-100%
建仓
SMR
NUSCALE PWR CORP
+$130
12
建仓
SCHB
SCHWAB STRATEGIC TR
+$125
5
清仓
ANF
ABERCROMBIE & FITCH CO
-$125
0
-100%
增持
IYR
ISHARES TR
+$97
5
+25%
清仓
IUSB
ISHARES TR
-$93
0
-100%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$85
0
-100%
清仓
GEM
GOLDMAN SACHS ETF TR
-$83
0
-100%
清仓
USHY
ISHARES TR
-$74
0
-100%
清仓
LRGF
ISHARES TR
-$69
0
-100%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$49
1
-80%
